LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$838K 0.06%
22,895
-1,346
327
$837K 0.06%
2,535
+238
328
$834K 0.06%
98,159
-13,478
329
$828K 0.06%
3,417
-77
330
$827K 0.06%
11,207
-26
331
$826K 0.06%
13,680
-100
332
$824K 0.06%
9,925
+2,370
333
$819K 0.06%
10,826
-1,388
334
$816K 0.06%
6,896
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335
$814K 0.06%
7,286
+1,069
336
$813K 0.06%
2,830
+362
337
$805K 0.06%
24,971
+1,005
338
$804K 0.06%
+8,374
339
$796K 0.06%
20,130
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340
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341
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2,201
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342
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1,874
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343
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27,715
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344
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55,570
-2,250
345
$784K 0.06%
18,022
+1,212
346
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13,832
+1,313
347
$782K 0.06%
22,019
-598
348
$781K 0.06%
24,132
+9,802
349
$781K 0.06%
7,347
-212
350
$772K 0.05%
2,370
+301
12 13
14
15 16